Contacts & Jobs
222 results found
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Properties Menu For A Single Contact
When dealing with realtors who have several properties, instead of creating numerous contacts for the same realtor (which can be difficult to keep track of), it would be helpful to have a 'Properties' menu attached to a single contact. When you click on a property, it would provide you with all the same options as if you were clicking on the contact.
5 votes -
Customize Board Column Width
I would like to be able to make board columns wider, if needed.
4 votes -
Photo Download or Print
Select certain photos to download or print without having to download them all and click on each individual photo.
4 votes -
Change job name default
Add the option to change the default job name from the address in jobs v2. This is preventing them from showing in the search bar when searching the contact name.
12 votes -
Connecting attachments to new jobs from old jobs
Maybe like a move files option or a dialog box pops up like when you merge a job but you just do the photos? Or work orders or whatever? It would also be handy for when we have warranty jobs because the sales person always wants to look at the original work order and photos to see what we did last time.
3 votes -
Workflow location
Separate workflows by location
2 votes -
change order
It would be helpful to have an official change order template for when the approved estimate needs adjusting per the client's request or when new discoveries are made to the job that impact the original bid.
5 votes -
Export Gmail Emails to CSV
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2 votes -
Highlight primary contact in green. Green = Money = the person who pays the bills
Latest update stopped highlighting the primary contact in Green. Please return to highlight primary contact in green. Green=Money. That is how you trained us and how we have trained our personnel. It is a very quick visual for us to be sure we have the correct primary contact assigned.
5 votes -
Related Contacts view on Job page
I like the new layout on jobs showing the related contacts on the right. Can we have the Primary contact still highlighted in green. Also, include the status to show if it's active/inactive. It would be cool to also have the icon of the Sales Rep or assignee on it in a little circle icon; similar to how it's laid out on the board cards
2 votes -
Option to customize the display bubbles of contacts on the job.
Specifically the option to change the colors of the bubble to more colors than just green or greyed-out.
Also the option to add critical notes or the standing of the customer. Some customers we just never want to work with ever again, and it'd be nice to have a way to clearly label that without having it in the display name (which can show up in other places such as estimates/emails/etc).2 votes -
Being able to send an estimate for a signature and type a personal message with it.
Right now I email the estimate with a personal message and when they want to sign they have to let me know and I have to resend for signature.
2 votes -
Private Job Fields
We need the ability to have some job fields viewable to certain team members but not all. Can't have the reps seeing all of the job fields.
16 votes -
Ability to track activity on contacts
I would like to be able to see if calls are made to new leads/contacts without creating a custom field or requiring them to move a status. Storm season is here and we have had over 400 leads in the last 10 days. Need an easier way than manually doing this daily.
2 votes -
Work Order Board
Ability to add custom info on the card from the Parent Contact (like Job #) or the Subcontractor assigned to the Work Order. The amount of info that can be put on the card is so limited compared to a board for contacts.
2 votes -
Contact Phone Number & Email Address on Job
I'd love to see a Contact's phone number & email address visible on the client's Job page where we can currently see the site address. Currently you must click back to the Contact for this information.
9 votes -
The ability to restore deleted notes
The ability to restore deleted notes
5 votes -
Sync Contacts Different types of Contacts to Contacts (Customers) on QuickBooks
We can not sync more types of Contacts to Quickbooks
- Allow to map more types of Contacto to Quickbooks sync
2 votes -
Create a job section for notes only. Notes get lost within all of the activity updates.
If there was a dedicated notes section in each job, it would be easy to see all progress within the notes.
2 votes -
Date created
I would like to be able to include the date a contact was created on the card in boards not just the date the status was changed. I want to know how long that lead has been in my system not just the date it was reset to a new status.
2 votes
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